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Quarterly Program Commentary | Feb. 2018
Quarterly Program Commentary | Feb. 2018
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist discusses positive performance in the markets and what detracted from growth.
Are your heirs in the dark?
Are your heirs in the dark?
A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned.
Opportunity Exists in Retail
Opportunity Exists in Retail
Kim Shannon, the investment specialist for our North American Value equity mandate, reflects on what worked well in 2017 and how hype can reveal opportunity where least expected.
Understanding the Black Box
Understanding the Black Box
Sometimes quantitative modeling can feel like a black box. Tim Rudderow, President, CEO & CIO of Mount Lucas Management, gives an example that highlights how this approach may complement a portfolio.
Understanding Tax Overlay Management
Understanding Tax Overlay Management
Taxation on non-registered investments can significantly impact the value of your portfolio over time. So it’s always wise to minimize the tax you pay when you can.
When aging parents need financial help
When aging parents need financial help
When you think of parents becoming seniors and getting older, typical concerns around health issues come to mind. But financial issues can also arise. This article explores some of the ways adult children can help.
Infographic: Women and Wealth
Infographic: Women and Wealth
Life expectancies, generational wealth transfer and better career opportunities are just some of the reasons that women are going to be confronted with more financial decisions than ever before.
Quarterly Program Commentary | Oct 2017
Quarterly Program Commentary | Oct 2017
Wayne Gillespie, Director & Senior Portfolio Strategist, discusses how recent events, such as rising interest rates and geopolitical tensions have impacted the markets this quarter.
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